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Category: Financial Planning

10th September 2019 taptoprosperity

Asset Allocation Part – IV : Introduction to Commodities

Commodities are products that come from earth.  Common commodities are wheat, rice, gold, silver, copper, iron, crude oil and many more. Commodities are used as raw materials by businesses for...

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24th August 2019 taptoprosperity

Asset Class Part – III : Introduction to Fixed income or Debt Instruments

In order for a business to grow it needs money to buy plant and machinery or invest in new product development. Business has two options to get this money - generate it internally or get it from...

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1st August 2019 taptoprosperity

Asset Classes Part – I : An Introduction

An asset is anything of value that can be converted into cash. Individuals, companies, and governments own assets. Assets can create or preserve value over a period of time, this feature of...

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26th July 2019 taptoprosperity

What are SMART Financial Goals?

A goal is an idea of the future or desired result that an individual or a group of individual envisions, plans and commit to achieve. A goal is similar to a purpose or aim which results in an...

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22nd July 2019 taptoprosperity

Risk Profiling : One’s ability to handle loss and sleep peacefully

Risk is the probability or threat of damage, injury, liability, loss, or any other adverse or unwelcome circumstance that may be avoided through some action.

Risk is a part of all of our...

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18th July 2019 taptoprosperity

What you should know about Financial Planners

An individual or family can work with a financial planner at any age and at any stage of life, or approach a planner, when feeling overwhelmed, confused, stressed out or scared by their financial...

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16th July 2019 taptoprosperity

Financial Planner : Their Role and Responsibilities

In India, individual and families are presented with a broad spectrum of finance professionals all bundled as financial advisor or financial planner. Both titles are used by individuals as per...

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11th July 2019 taptoprosperity

Elements of Financial Planning & Challenges it Fixes

As an individual moves through various stages in the life cycle, from young earner towards middle ages and then towards retirement, the approach towards life undergoes a change. With passage of...

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9th July 2019 taptoprosperity

Financial Planning Part – II : An individual’s life cycle and financial planning

Previous post Financial Planning Part - I : An individual's life cycle and financial planning talks about various phases of an individual's life. And how an individual in each phase plays a...

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5th July 2019 taptoprosperity

Financial Planning Part – I : An individual’s life cycle and financial planning

William Shakespeare said "All the world's a stage". From the day a person is born till the day of their death, most of us go through various stages in life, during which we are expected to play a...

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Older posts

Recent Posts

  • Asset Allocation Part – IV : Introduction to Commodities
  • Asset Class Part – III : Introduction to Fixed income or Debt Instruments
  • Asset Classes Part – II : Introduction to currency
  • Asset Classes Part – I : An Introduction
  • What are SMART Financial Goals?

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About TapTo Prosperity

Tapto Prosperity Advisors is a fee only financial consultant. We create financial plan,review portfolios and answer customer queries to help customer meet their goals.

Recent Posts

  • Asset Allocation Part – IV : Introduction to Commodities
  • Asset Class Part – III : Introduction to Fixed income or Debt Instruments
  • Asset Classes Part – II : Introduction to currency
  • Asset Classes Part – I : An Introduction
  • What are SMART Financial Goals?

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